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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Adoption Security and Dashboards

Steps: Set Up Adoption Security and Dashboards

Review setup considerations for Adoption Planning.
Authorize access to:
  • What's New reports in the
    Workday What's New
     security domain.
  • Workday usage metrics in the
    Workday Usage Metrics
     security domain.
Workday Adoption provides worklets and dashboards that enable you to analyze and manage your Workday implementation. You can configure the adoption dashboards with reports and tasks to enable your administrators and implementers with tools to manage their workflows.
You can use the:
  • Adoption Planning
     dashboard to manage the adoption of features on the
    What's New in Workday
     report.
  • Onboarding dashboards to consolidate the tasks and processes you use for Onboarding. These dashboards include:
    • Adoption Navigator: Onboarding
    • Configure Business Processes for Onboarding
    • Configure Security for Onboarding Parent Processes
    • Configure Parent Processes for Onboarding
  • End User Adoption Dashboard
     to view trends in business process and mobile-related activities based on Workday usage metrics.
  1. Access the
    Maintain Functional Areas
     task.
    Select the
    Enabled
     check box for the Adoption functional area.
    Security:
    Security Configuration
     in the System functional area.
  3. Access the
    Domain Security Policies for Functional Area
     report.
    Select
    Adoption
     from the
    Functional Area
     prompt.
    Security:
    Security Configuration
     and
    Security Activation
     in the System functional area.
  4. From the related actions menu of the Domain Security Policy for each adoption domain tab, select
    Domain Security Policy
    Enable
    .
  5. From the related actions menu of the Domain Security Policy for each adoption domain tab, select
    Domain Security Policy
    Edit Permissions
    .
    For each security domain, add security groups and grant permissions that best fit your organization.
  7. Access the
    Maintain Dashboards
     report.
    For each adoption dashboard, select
    Edit
     to grant permissions and add worklets and tasks that best fit your organization.
    Security:
    Set Up: Tenant Setup - Worklets
     in the System functional area.
Authorized users can add the adoption worklets to their home page and then access available adoption dashboards.